Our solution CONCEPT

Family Office – General configuration

  CONCEPT Family Office is intended in several variants: Single Family Office for families wishing...

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Single Family Office configuration

Learn more : CONCEPT Processus Front office Treasury Back Office / Securities accounting Financial accounting...

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Multi Family Office configuration

  Learn more: CONCEPT Processus Front office Treasury Back Office / Securities accounting Financial accounting...

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CONCEPT Processus

DESCRIPTION CONCEPT Processus is an « OPEN INTERFACE ” which saves recapturing bank advices This...

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CONCEPT Compliance LBA – AML

A WORK AND CONTROL TOOL The module CONCEPT Compliance LBA-AML is a tool designed to...

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CONCEPT Regulations

in developpement…

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Independent Asset Managers – Generalities

CONCEPT Independent Asset Managers has been specially designed to meet the needs of...

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Independent Asset Managers with Back Office

Learn more: CONCEPT Processus Front office Back Office Consolidation of...

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Independent Asset Manager without Back Office

  Learn more : CONCEPT Processus Front office Back Office...

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CONCEPT Trustee

CONCEPT TrusteeTM is a global solution facilitating integral management of entities such as trusts, foundations, hold­ings, offshore...

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CONCEPT Broker

DESCRIPTION  CONCEPT Broker covers the main fields of activity of a broker. It includes...

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CONCEPT Broker +

DESCRIPTION CONCEPT Broker+ covers the fields of Brokerage and Asset management. As many brokers have extended their...

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Our history

Our company was incorporated in 1992, so already more than 25 years.

It is owned by the group founded by CORPORATE PERFORMANCE HOLDING SA – Nyon.

Its management team, professional background such as banking, fiduciary, family office, trust management and data processing, aimed to establish group of services able to provide integrated and customized solutions to companies active in the world of finance, based in Switzerland and / or abroad.

This goal was achieved and our expertise is now recognized for our financial software as well as for our consulting and outsourcing services.

In order to ensure our customers a  LONG TERM vision with our operating companies, a significant part (30%) of the share capital  of Corporate Performance Holding SA was sold to a new entity formed in 2008 under the name PERENNITE HOLDING SA. This company is owned by a number of our employees, who through their commitment, contributed significantly to the development of our group.

Our solutions

Our solutions have been acquired for more than 25 years by swiss and foreign clients installed in more than 10 countries.

Our clients

Currently, they are nearly 70 customers who trust in us, among them well known banks,  family offices, wealth management companies, independent asset managers, brokers, trust and fiduciary companies.

Our philosophy

Our desire has always been to offer a range of financial software reproducing WORK PROCESSES  to enable our customers to improve their PRODUCTIVITY.

Our services See all

Consulting

In order to optimize the installation, implementation and configuration of our software, our staff, through...

Programming

Our IT department can: Adapt our standard products to various technical and / or functional...

Training

The training is provided by qualified employees (more than 15 years of experience). It is...

Support

Employees of our team ‘Support’ have, on average, more than 10 years of seniority in...